Portside Wealth Group
DBP icon

Portside Wealth Group’s Invesco DB Precious Metals Fund DBP Stock Holding History

Portside Wealth Group’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,183
Closed -$202K – 531
2026
Q2 		$202K Buy
2,183
+245
+13% +$26.1K 0.02% 496
2026
Q1 		$213K Buy
+1,938
New +$226K 0.03% 440

Other funds holding DBP

SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Portside Wealth Group's DBP Position: Q3 2026 in Review

Portside Wealth Group sold out of Invesco DB Precious Metals Fund (DBP) in Q3 2026, closing a stake of 2,183 shares — an estimated $202K sold.

Portside Wealth Group first reported a position in DBP in Q1 2026 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 5 funds tracked by Wall St. Rank hold DBP as of Q3 2026.

  • Portside Wealth Group reported no remaining Invesco DB Precious Metals Fund position as of Q3 2026 after selling out during the quarter.
  • Portside Wealth Group sold 2,183 Invesco DB Precious Metals Fund shares in Q3 2026, an estimated $202K.
  • Portside Wealth Group first reported a position in Invesco DB Precious Metals Fund in Q1 2026 and held it in 2 quarters.
  • Portside Wealth Group's Invesco DB Precious Metals Fund position peaked at $213K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.